Parents, Beware

Parents, Beware

The Journal | April 2016

“Parents, Beware: Your Children Will Invest Like You Do.” This headline caught my attention in The Wall Street Journal last week. In all my studies, I have never come across...

Is This the End for Oil?

Is This the End for Oil?

The Journal | February 2016

Energy is top of mind for investors in the Canadian equity market. After all, energy makes up 19% of the S&P/TSX Composite Index, the second-largest sector after financials....

Women of Burgundy: Making an Impact

Women of Burgundy: Making an Impact

The Journal | January 2016

When the Women of Burgundy initiative was launched in the spring of 2014, our mission was clear: to inspire women to make investing a priority. We theorized that by hosting a...

Not the Time to Sell

PDF: Not the Time to Sell

The View | December 2015

Suncor Energy Inc. (Suncor) announced a hostile offer to buy all of the outstanding shares of Canadian Oil Sands Limited (COS) on October 5, 2015. As the owner on behalf of our...

Hope in Adversity & Caution in Prosperity

Hope in Adversity & Caution in Prosperity

The Journal | November 2015

Quality-value investors are hopeful in the face of adversity and cautious in times of prosperity. We look to buy high-quality securities that have been unjustly beaten down by the market...

Ain't Misbehavin'

PDF: Ain't Misbehavin'

The View | October 2015

Value investing is simple: buy stocks when they are trading for less than their intrinsic value. But simple doesn’t mean easy. There are many roadblocks standing in the way...

How to Avoid Common Investment Mistakes

How to Avoid Common Investment Mistakes

The Journal | October 2015

As investors, each day we face triggers. Whether they manifest in our conversations with friends and colleagues, or in the barrage of daily media messaging, we are constantly surrounded by...

How to Think about your Portfolio in Volatile Times

How to Think about your Portfolio in Volatile Times

The Journal | August 2015

The summer of 2015 is ending with a bang not a whimper. Starting with the China Crash in early July, we are now entering the fifth day of sustained volatility in...

1 17 18 19 20 21 33